People Who Benefit the Most from Our Services

Almost always...

• Have an investment portfolio from $250,000 to $10,000,000
• See the management of their investments as somewhat of a burden
• Want someone they can call whenever they have a financial question or problem who will provide them with an answer or solution or who will refer them to another competent professional who will
• Dislike losing money more then they like making money

Usually...

• Are age 50 to 85
• Do not think of themselves as financially wealthy
• Have strong self-esteem but downplay their success
• Are good providers for their families
• Want good investment returns but want to sleep at night
• Like an educational style of presenting ideas but don't want to be overloaded with information or to become a financial expert
• Want their financial advisor to understand them and help them avoid mistakes
• Want to plan for and maintain a secure retirement
• Appreciate common sense, simplicity and the “bottom line”
• Like to be appreciated
• Value peace of mind, security and happiness
• Are not impressed with fancy advertising and glossy brochures
• Are cost conscious but will pay for convenience and expertise
• Spend less money than they make